WISCONSIN AND THE R&D TAX CREDIT FOR CFPs

Why Choose Us

1. We are certified to the  ISO31000:2009 Risk Management standard
2. We are NASBA certified and provide daily CPE credits to CPAs, CFPs, and SMBs
3. We are an IRS approved Continuing Education provider for CPAs and Enrolled Agents
4. We have an rated A+ with the Better Businese Beureau
5. Our R&D tax audit insurance product, creditARMOR is one of the most cost effective tools on the market
6. Our AI language model, TaxTrex prepares R&D tax credit claims in less than 90 minutes.
7. Each R&D tax claims prepared by Swanson Reed undergo a six eye review by a Qualified Engineer, Scientist and Enrolled Agent or CPA.

Certified Financial Planners (CFPs) in Wisconsin can greatly benefit from attending the R&D Tax Credit webinar and staying updated on IRS regulations and tax law changes, especially when serving clients in the state’s top innovation-driven towns. Cities like Madison, Milwaukee, Green Bay, Kenosha, Racine, Appleton, Waukesha, Eau Claire, Oshkosh, Janesville, La Crosse, Brookfield, Wausau, Fond du Lac, Menomonee Falls, Sun Prairie, Neenah, Mequon, Sheboygan, and Middleton are hubs for research and development, housing thriving industries in biotech, manufacturing, and software development. By understanding the R&D tax credit’s nuances, CFPs can help businesses in these high-output regions maximize their tax savings, improve cash flow, and reinvest in growth.